First Long Island Investors
First Long Island Investors reported 73 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are APH (5.6%), NVDA (5.0%) and AMZN (4.9%). Compared with Q1 2026, the fund opened new positions in MU, LMT and HON, added to APH, NVDA and AMZN, trimmed GOOGL, TSM and V and sold out of INTU, ZTS and SPOT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APH Amphenol Corp New | $78.5M | 5.6% | 445K | +84K (+23%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $71M | 5.0% | 355K | +8,786 (+3%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $69.1M | 4.9% | 290K | +15K (+6%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $59.9M | 4.2% | 160K | +453 (+0%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $59.1M | 4.2% | 165K | −8,805 (−5%) | 8 of 8 | |
| 6 |  PH Parker Hannifin Corp | $59M | 4.2% | 60K | +244 (+0%) | 8 of 8 | |
| 7 |  LLY Eli Lilly & Co | $55.1M | 3.9% | 46K | +1,839 (+4%) | 8 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $46.9M | 3.3% | 98K | −19K (−16%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $46.8M | 3.3% | 124K | +4,687 (+4%) | 7 of 8 | |
| 10 |  V Visa Inc | $46.6M | 3.3% | 136K | −7,305 (−5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 INTU Intuit | $13.8M | 32K |
 ZTS Zoetis Inc | $12.8M | 109K |
 SPOT Spotify Technology | $12.4M | 26K |
 PAYX Paychex Inc | $11.7M | 127K |
 COF Capital One Finl Corp | $10.7M | 59K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →First Long Island Investors 13F FAQ
What does First Long Island Investors own?
First Long Island Investors reported 73 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are APH (5.6%), NVDA (5.0%) and AMZN (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did First Long Island Investors buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 28 added to, 17 trimmed and 7 sold out. New positions include MU, LMT and HON. It sold all of INTU, ZTS and SPOT.
When will First Long Island Investors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is First Long Island Investors's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.